SurveysDistribution

Survey Distribution Guide

Use this page when your goal is reach: choose the best channel (link, email, QR, embed, social) to get more responses with less friction.

Not sure which doc you need?

This page (Survey Distribution): how to send and share your survey across channels.

Create Surveys doc: how to design and build your survey first.Go to Create Surveys

Outcome: identify respondents without asking again

All distribution methods support link parameters that let UpSight recognize the respondent automatically. When you append [email protected], UpSight can match that person, skip redundant identity prompts, and start the survey faster.

Supported URL parameters

email — respondent email (primary identifier)
name — full name (auto-splits into first/last)
first_name — first name only
last_name — last name only
company — company / organization
title — job title
job_function — e.g. Product, Marketing
industry — e.g. SaaS, Healthcare
company_size — e.g. 51-200

When a known person's profile has missing fields, respondents see a pre-filled form to confirm and complete their details before starting.

Share a Direct Link

The simplest way to share. Copy your public survey link from the Distribute tab and send it however you like — email, DM, text message.

Your survey URL

https://getupsight.com/ask/your-survey-slug
Customize the URL slug in the Distribute tab to make it memorable
Send via Email

Two options: send directly from UpSight via Gmail, or use your own email platform with a personalized link.

Option A: Send from UpSight (Gmail)

Connect your Gmail account in the Distribute tab, then send personalized invites directly from UpSight. You can select recipients from your People CRM or enter email addresses manually.

Emails sent from your own Gmail address
Respondent email is automatically pre-filled in the survey link
Customize subject line and message body per batch

Option B: Use Your Email Platform

If you use Mailchimp, SendGrid, Postmark, ConvertKit, or any other email tool, include your survey link in the campaign and use their merge tags to pre-fill the respondent's email.

Mailchimp

Add your survey URL as a button or link in your campaign template. Append merge tags so each recipient's info is passed automatically:

https://getupsight.com/ask/your-survey?email=*|EMAIL|*&first_name=*|FNAME|*&last_name=*|LNAME|*

EMAIL, FNAME, and LNAME are Mailchimp's built-in merge tags. For custom fields like company or title, find the merge tag in Audience → Settings → Audience fields (it'll look like *|MMERGE5|*) and append it: &company=*|MMERGE5|*

SendGrid / Postmark

Use their template variable syntax for dynamic substitution:

https://getupsight.com/ask/your-survey?email={{email}}&first_name={{first_name}}&last_name={{last_name}}&company={{company}}

Both platforms use {{variable}} syntax. Check your platform's docs for exact field names — they may differ (e.g. {{firstName}} vs {{first_name}}).

ConvertKit / HubSpot / Others

Most email platforms support merge tags or personalization tokens. The pattern is the same: append ?email=&first_name=&last_name=&company= using your platform's merge tag syntax for each field. Check your platform's documentation for the correct tag names.

Why pre-fill respondent info?

When a respondent clicks a link with their details pre-filled, UpSight matches them to their profile instantly — no "What's your email?" question. Pass email, first_name, last_name, and company for the best experience. The AI interviewer will know who they are, and they'll see a pre-filled form to confirm any missing details before starting.

Import contacts first for best results

Pre-filling only works if the email matches someone in your People CRM. See the Import People guide to import your contacts before sending.

Share via QR Code

Generate a QR code from the Distribute tab. Great for in-person events, printed materials, presentations, or product packaging.

Click the QR code button in the Distribute tab to generate and download
Works on any smartphone camera — no app needed
Ideal for conferences, workshops, retail, or anywhere you meet respondents in person
Embed on Your Website

Embed the survey directly on your website using an iframe. Use the embed code generator in the Distribute tab.

Feedback widgets: add to your app's settings or help page
Waitlists & lead capture: embed on a landing page to collect signups
Post-purchase: embed on a thank-you page for immediate feedback

Embed URL pattern

https://getupsight.com/embed/your-survey-slug

If your site knows the user, pass their info via the embed URL: /embed/[email protected]&first_name=Jane&company=Acme

Share on Slack, Teams, or Social Media

Paste your survey link directly into Slack channels, Teams chats, LinkedIn posts, Twitter/X, or anywhere else. The link will generate a preview card automatically.

Respondents self-identify when they start the survey
No pre-fill needed — good for broad outreach where you don't have contact data
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